MICHAEL JONATHAN E - 31 Dec 2022 Form 5 Insider Report for RLI CORP (RLI)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
5
Accepted by SEC
01 Feb 2023, 13:09:41 UTC
Prior SEC filing
30 Aug 2022
Next SEC filing
01 Feb 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jonathan E. Michael

Key filing fact

MICHAEL JONATHAN E filed Form 5 for RLI CORP (RLI) on 01 Feb 2023.

Key facts

  • This page summarizes MICHAEL JONATHAN E's Form 5 filing for RLI CORP (RLI).
  • 1 reported transaction and 24 derivative rows are listed below.
  • Accepted by SEC: 01 Feb 2023, 13:09.

Change

  • Previous filing in this sequence was filed on 30 Aug 2022.
  • Current net transaction value: -$1,175,310.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

RLI transaction

Common Stock

Gift

Transaction value
$1,175,310
Shares
-9,000
Change %
-1.2%
Price
$130.59
Shares after
716,042
Date
21 Nov 2022
Ownership
Direct
Footnotes
F1
RLI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
268,262
Date
31 Dec 2022
Ownership
By Empl. Stock Ownership Plan
Footnotes
F2
RLI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
61,514
Date
31 Dec 2022
Ownership
By Trust
Footnotes
F1
RLI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
19,485
Date
31 Dec 2022
Ownership
Jonathan E. Michael Family Trust Number 2
Footnotes
F1
RLI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
152,423
Date
31 Dec 2022
Ownership
By Key Employee Benefit Plan
Footnotes
F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,334
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,334
Exercise price
$90.64
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
7,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
7,000
Exercise price
$97.85
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
7,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
7,000
Exercise price
$106.02
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
7,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
7,000
Exercise price
$101.07
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,333
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,333
Exercise price
$86.24
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
7,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
7,000
Exercise price
$103.02
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,333
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,333
Exercise price
$82.28
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
12,500
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
12,500
Exercise price
$89.32
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
2,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,000
Exercise price
$54.27
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,750
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,750
Exercise price
$57.09
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,750
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,750
Exercise price
$61.66
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,750
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,750
Exercise price
$47.81
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,500
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,500
Exercise price
$52.77
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
6,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
6,000
Exercise price
$49.71
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
6,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
6,000
Exercise price
$51.01
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
6,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
6,000
Exercise price
$51.73
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
15,000
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
15,000
Exercise price
$57.42
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,750
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,750
Exercise price
$56.14
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,750
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,750
Exercise price
$68.59
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,750
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,750
Exercise price
$65.75
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,750
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,750
Exercise price
$59.16
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
12,500
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
12,500
Exercise price
$75.66
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
12,500
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
12,500
Exercise price
$82.47
Footnotes
F3, F4
RLI holding Derivative

Stock Option

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
12,500
Date
31 Dec 2022
Ownership
Direct
Underlying class
Common Stock
Underlying amount
12,500
Exercise price
$87.62
Footnotes
F3, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Ownership reflects dividend reinvestment

Footnote F2

Balance reflects annual company contributions and dividend reinvestment.

Footnote F3

Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

Footnote F4

Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .